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Berkshire Hathaway Class B

4,560 hedge funds and large institutions have $468B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,903 increasing their positions, 1,805 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 107

52% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $7.32B

27% more funds holding in top 10

Funds holding in top 10: 732932 (+200)

19% more capital invested

Capital invested by funds: $395B → $468B (+$73.4B)

5% more repeat investments, than reductions

Existing positions increased: 1,903 | Existing positions reduced: 1,805

1% more funds holding

Funds holding: 4,5184,560 (+42)

0% less ownership

Funds ownership: 65.74%65.74% (-0%)

Holders
4,560
Holders Change
+42
Holders Change %
+0.93%
% of All Funds
61.14%
Holding in Top 10
932
Holding in Top 10 Change
+200
Holding in Top 10 Change %
+27.32%
% of All Funds
12.5%
New
226
Increased
1,903
Reduced
1,805
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
4001
Wealth Preservation Advisors
Tennessee
$405K +$370K +761 New
EFG
4002
Ehrlich Financial Group
California
$405K -$17.5K -36 -5%
CB
4003
Community Bank
New York
$405K
MF
4004
Meridian Financial
Massachusetts
$404K -$6.81K -14 -2%
Betterment LLC
4005
Betterment LLC
New York
$404K -$7.29K -15 -2%
UIM
4006
Unified Investment Management
Georgia
$404K -$115K -237 -24%
MAV
4007
Mason & Associates (Virginia)
Virginia
$402K
MPPLM
4008
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$402K
S
4009
SharpePoint
Arizona
$400K +$72.4K +149 +25%
CFG
4010
Copley Financial Group
California
$400K +$23.8K +49 +7%
LI
4011
LifeWealth Investments
Florida
$400K +$78.8K +162 +28%
RCA
4012
Runnymede Capital Advisors
Ohio
$398K +$56.4K +116 +18%
NIM
4013
Nicollet Investment Management
Minnesota
$398K +$364K +748 New
BWM
4014
Biltmore Wealth Management
Arizona
$398K +$11.7K +24 +3%
FBT
4015
First Bankers Trust
Kentucky
$398K +$26.3K +54 +8%
OSNBOA
4016
Old Second National Bank of Aurora
Illinois
$396K -$4.86K -10 -1%
AAA
4017
Adams Asset Advisors
Texas
$396K
JFG
4018
JDM Financial Group
Texas
$395K -$15.1K -31 -4%
PFA
4019
Pathway Financial Advisors
Vermont
$395K -$1.95K -4 -0.5%
KFG
4020
Kingdom Financial Group
Arizona
$395K
EA
4021
Enclave Advisors
Texas
$394K -$48.6K -100 -12%
PWA
4022
PCG Wealth Advisors
Kansas
$394K +$67.1K +138 +23%
AWM
4023
Altus Wealth Management
Kentucky
$394K +$4.86K +10 +1%
VPWA
4024
Vestia Personal Wealth Advisors
Indiana
$392K -$26.3K -54 -7%
TFA
4025
Tobias Financial Advisors
Florida
$392K +$31.1K +64 +10%

BRK.B Hedge Fund Activity: Q1 2025 in Review

4,560 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2025, worth a combined $468B — up 19% from $395B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new BRK.B positions and 107 closed out — a net gain of 119 holders — while 1,903 added to existing stakes and 1,805 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.98B. The largest seller was Assenagon Asset Management, cutting an estimated $1.28B.

  • 4,560 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2025, up from 4,518 in Q4 2024.
  • Funds reported $468B of Berkshire Hathaway Class B stock for Q1 2025, up 19% quarter-over-quarter.
  • 226 funds opened new Berkshire Hathaway Class B positions in Q1 2025 and 107 closed out, a net change of +119 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2025 was Fidelity Investments, an estimated $1.98B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2025 was Assenagon Asset Management, an estimated $1.28B sold.

Based on aggregated 13F filings for Q1 2025.